Revenue & Service Performance Reports

Beyond the overview stats covered in reading your analytics dashboard, the Revenue and Services tabs dig into where your money actually comes from. Both tabs are available on paid plans — see pricing for details.

Revenue tab

Four stat cards anchor the tab:

• Revenue — cash actually collected from clients in the selected date range, based on payment date, net of refunds. This is money in the door, not just booked value.
• Booked — the total quoted value of orders placed in the range, regardless of when or whether the client has paid. This tracks your sales pace.
• Outstanding — the live balance clients owe you right now across unpaid and partially paid orders. This is a present-moment snapshot, not tied to the date range you’ve selected.
• Overdue — the portion of Outstanding that’s already past its due date.

Because Revenue is keyed on payment date and Booked is keyed on order creation, the two numbers are computed differently and can diverge whenever clients haven’t paid in full yet. A big Booked number with a much smaller Revenue number usually just means invoices are still outstanding — see when clients pay for how due dates and payment timing work.

The tab also charts:

• Revenue Trend — cash collected over time, plotted by payment date.
• Payment Status — a donut breaking dollar amount into Collected, Pending, and Overdue.
• Revenue by Service — your top 8 services and packages by revenue collected in the range, with everything else grouped as Other.
• Average Order Value — quoted value divided by order count per period, so you can see whether pricing and upsells are trending up or down.

Services tab

Three stat cards summarize what’s selling:

• Unique Services — the number of distinct services or packages sold in the range, a quick read on how much of your catalog is actually moving.
• Package Rate — the percentage of orders in the range that include at least one package. A higher rate means clients are gravitating toward bundled pricing over à la carte.
• Avg Items/Order — the average number of line items per order.

Charts on this tab:

• Most Ordered Services — your top 8 services ranked by how many distinct orders include them. This is popularity by order count, not dollars, and it’s a different ranking from the Revenue tab’s Revenue by Service chart — a service can be ordered often but generate less revenue than a pricier, less-frequently-booked one.
• Order Composition — a donut showing the revenue split between packages and individual services.
• Service Trends — monthly revenue trend lines for your top 5 services by revenue in the selected range.

How the numbers are filtered

Both tabs exclude cancelled orders and respect the same date-range picker described in reading your analytics dashboard — with the exception of Outstanding and Overdue on the Revenue tab, which always reflect the current moment rather than the selected range.

For the mechanics behind services and packages themselves, see services and pricing and packages. For how payments and refunds are recorded, see getting paid — and for the payment-status tracking that collected-vs-booked maps onto, see invoices and accounting.